See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,270 | $183,519-49.7% | $155,509-40.7% | $145,922-36.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.14% | 61.17%-54.0pp | 64.67%-57.5pp | 561.29%-554.1pp |
| Employer contribution / active EE | $3,977 | $5,313-25.1% | $4,672-14.9% | $4,660-14.6% |
| Participant deferral / active EE | $4,283 | $6,462-33.7% | $5,626-23.9% | $6,688-36.0% |
| Admin fee / account holder | $11,901 | $19,313-38.4% | $15,912-25.2% | $13,397-11.2% |